Financial Advocates Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $9.36M | Buy |
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|
2023
Q3 | $6.74M | Buy |
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|
2023
Q2 | $6.49M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $3.9M | Buy |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $5.08M | Buy |
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|
2021
Q4 | $5.28M | Buy |
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|
2021
Q3 | $3.62M | Sell |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $2.38M | Sell |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $845K | Buy |
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|
2019
Q1 | $719K | Buy |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.14M | Buy |
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